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ProShares Short 20+ Year Treasury ETF

81 hedge funds and large institutions have $215M invested in ProShares Short 20+ Year Treasury ETF in 2021 Q4 according to their latest regulatory filings, with 18 funds opening new positions, 11 increasing their positions, 30 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

4% less funds holding

Funds holding: 8481 (-3)

10% less first-time investments, than exits

New positions opened: 18 | Existing positions closed: 20

22.27% less ownership

Funds ownership: 55.04%32.77% (-22%)

31% less call options, than puts

Call options by funds: $461K | Put options by funds: $664K

46% less capital invested

Capital invested by funds: $399M → $215M (-$183M)

50% less funds holding in top 10

Funds holding in top 10: 84 (-4)

63% less repeat investments, than reductions

Existing positions increased: 11 | Existing positions reduced: 30

Holders
81
Holders Change
-3
Holders Change %
-3.57%
% of All Funds
1.25%
Holding in Top 10
4
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-50%
% of All Funds
0.06%
New
18
Increased
11
Reduced
30
Closed
20
Calls
$461K
Puts
$664K
Net Calls
-$203K
Net Calls Change
-$2.04M
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$99M -$8.62M -531,346 -8%
UBS Group
2
UBS Group
Switzerland
$15.2M -$291K -17,923 -2%
EF
3
Empowered Funds
Pennsylvania
$15M -$2.55M -156,871 -14%
OPCM
4
Osborne Partners Capital Management
California
$8.04M +$692K +42,641 +9%
PI
5
Pachira Investments
California
$8.03M -$3.83M -235,997 -32%
HWA
6
HCR Wealth Advisors
California
$6.26M -$208K -12,797 -3%
MW
7
Marks Wealth
Maryland
$6.26M +$6.36M +391,703 New
TJHA
8
Thomas J. Herzfeld Advisors
Florida
$6.18M +$669K +41,264 +12%
William Blair & Company
9
William Blair & Company
Illinois
$4.72M +$463K +28,515 +11%
LPL Financial
10
LPL Financial
California
$4.58M -$2.96M -182,599 -39%
JG
11
Jefferies Group
New York
$3.46M +$615K +37,888 +21%
CS
12
Credit Suisse
Switzerland
$3.2M +$3.24M +200,000 New
RVM
13
Robinson Value Management
Texas
$3.04M +$3.08M +189,862 New
MA
14
Montag & Associates
Georgia
$2.66M -$369K -22,734 -12%
ADBIC
15
A.D. Beadell Investment Counsel
Wisconsin
$2.41M -$1.37M -84,300 -36%
IMC Chicago
16
IMC Chicago
Illinois
$2.29M +$2.33M +143,508 New
SFS
17
Sowell Financial Services
Arkansas
$1.89M +$1.11M +68,320 +137%
SL
18
Savior LLC
Massachusetts
$1.7M -$543K -33,493 -24%
SC
19
Sepio Capital
Utah
$1.67M
Susquehanna International Group
20
Susquehanna International Group
Pennsylvania
$1.59M -$3.14M -193,248 -66%
Envestnet Asset Management
21
Envestnet Asset Management
Illinois
$1.43M +$417K +25,704 +40%
AWS
22
AJ Wealth Strategies
New York
$1.29M -$396K -24,433 -23%
SIM
23
SSI Investment Management
California
$1.28M -$5.56M -343,000 -81%
FAIM
24
Financial Advocates Investment Management
Washington
$1.27M -$137K -8,430 -10%
Citadel Advisors
25
Citadel Advisors
Florida
$1.03M +$1.05M +64,567 New

TBF Hedge Fund Activity: Q4 2021 in Review

81 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in ProShares Short 20+ Year Treasury ETF (TBF) for Q4 2021, worth a combined $215M — down 46% from $399M a quarter earlier.

Sellers outnumbered buyers: 20 funds closed out of TBF and 18 opened new positions — a net loss of 2 holders — while 30 trimmed existing stakes and 11 added.

The largest buyer was Marks Wealth, opening a new position worth an estimated $6.36M. The largest seller was Q3 Asset Management, exiting entirely with an estimated $73.4M sold.

  • 81 institutional investors held ProShares Short 20+ Year Treasury ETF (TBF) as of Q4 2021, down from 84 in Q3 2021.
  • Funds reported $215M of ProShares Short 20+ Year Treasury ETF stock for Q4 2021, down 46% quarter-over-quarter.
  • 18 funds opened new ProShares Short 20+ Year Treasury ETF positions in Q4 2021 and 20 closed out, a net change of -2 holders.
  • The largest ProShares Short 20+ Year Treasury ETF buyer in Q4 2021 was Marks Wealth, an estimated $6.36M added.
  • The largest ProShares Short 20+ Year Treasury ETF seller in Q4 2021 was Q3 Asset Management, an estimated $73.4M sold.

Based on aggregated 13F filings for Q4 2021.